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DV Salesforce Nonprofit User Group - October 17th, 2017 Meeting

Oct 17, 2017, 1:00 – 3:00 PM (UTC)

Salesforce User Group, West Chester, United States

About this event

Clear your calendar - It's going down! You're invited to take part in the festivities. Come one, come all, bring a guest, and hang loose. This is going to be epic!


Thank you to the North American Land Trust for agreeing to host this months meeting.  Map of NALT location.

Discussions

No discussions are currently posted

When

When

Tuesday, October 17, 2017
1:00 PM – 3:00 PM (UTC)

Agenda

1:00 PM
Networking
Enjoy some coffee, light breakfast and networking with your peers.
1:30 PM
Increase Productivity with Activity Management - HANDS ON!
We will discuss how to increase productivity with Activity Management and do some hands-on exercises!With the hands-on exercises you will learn how to:- Create a List View with a Filter to show Contacts with Activities logged the last two weeks- Add custom fields to Activities/Tasks- Create a report to show Contacts with no activity logged in the last two weeks
2:15 PM
Questions & Answers
Bring a question for the leaders and/or peers to help solve.
Closing Circle
During this time, we'll share one thing we learned during the Meeting and one idea we'll be bringing back to our nonprofit.

Group Leaders

  • Donna Whitig

    Penn State Great Valley

    Group Leader

  • Bill Apostolacus

    Eigen X

    Leader

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